Holdings
Taylor Frigon Core Growth Fund
As of May 31, 2026, Taylor Frigon Core Growth Fund reported 49 positions worth US$33.9M. Largest: Cardinal Infrastructure Group Inc., Gitlab Inc. and Astera Labs, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cardinal Infrastructure Group Inc. | 24,559 | US$1.27M | no change | May 31, 2026 |
| Gitlab Inc. | 38,784 | US$1.2M | +23,871 | May 31, 2026 |
| Astera Labs, Inc. | 3,378 | US$1.16M | −1,687 | May 31, 2026 |
| Tower Semiconductor Ltd. | 4,537 | US$1.16M | no change | May 31, 2026 |
| Credo Technology Group Holding Ltd | 4,898 | US$1.16M | −3,101 | May 31, 2026 |
| Marvell Technology, Inc. | 5,154 | US$1.06M | −1,595 | May 31, 2026 |
| Cloudflare, Inc. | 4,252 | US$1.03M | no change | May 31, 2026 |
| Quicklogic Corporation | 49,039 | US$1.02M | −17,561 | May 31, 2026 |
| Quanta Services, Inc. | 1,373 | US$977K | −286 | May 31, 2026 |
| Palo Alto Networks, Inc. | 3,069 | US$865K | no change | May 31, 2026 |